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Moors & Cabot’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Moors & Cabot’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
75,106
+711
+1% +$12.6K 0.05% 301
2026
Q1 		$1.2M Buy
74,395
+64,264
+634% +$1.13M 0.05% 330
2025
Q4 		$183K Buy
+10,131
New +$178K 0.01% 858

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Moors & Cabot's SPXX Position: Q2 2026 in Review

Moors & Cabot increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 0.96% in Q2 2026, buying an estimated $12.6K and bringing the position to 75,106 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #301.

Moors & Cabot first reported a position in SPXX in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

  • Moors & Cabot held 75,106 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.4M as of Q2 2026.
  • Moors & Cabot bought 711 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $12.6K.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of Moors & Cabot's portfolio in Q2 2026, its #301 holding.
  • Moors & Cabot first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.